SevenBridge Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

SevenBridge Financial Group’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$695K	Hold	13,826	–	–	0.1%	133
2026 Q1	$849K	Hold	13,826	–	–	0.13%	128
2025 Q4	$944K	Hold	13,826	–	–	0.15%	120
2025 Q3	$1.1M	Sell	13,826 -5,000	-27%	-$450K	0.18%	113
2025 Q2	$1.77M	Hold	18,826	–	–	0.31%	99
2025 Q1	$1.51M	Buy	18,826 +41	+0.2%	+$3.02K	0.3%	101
2024 Q4	$1.42M	Hold	18,785	–	–	0.27%	97
2024 Q3	$1.3M	Sell	18,785 -2,021	-10%	-$98.4K	0.25%	97
2024 Q2	$852K	Sell	20,806 -3,914	-16%	-$206K	0.19%	108
2024 Q1	$1.24M	Buy	+24,720	New	+$1.09M	0.28%	87

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SevenBridge Financial Group's GBTC Position: Q2 2026 in Review

SevenBridge Financial Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 13,826 shares worth $695K. The position accounts for 0.1% of the portfolio, ranked #133.

SevenBridge Financial Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

SevenBridge Financial Group held 13,826 shares of Grayscale Bitcoin Trust worth $695K as of Q2 2026.
SevenBridge Financial Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.1% of SevenBridge Financial Group's portfolio in Q2 2026, its #133 holding.
SevenBridge Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
SevenBridge Financial Group's Grayscale Bitcoin Trust position peaked at $1.77M in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.